The Power of Patience

“Patience is bitter, but its fruit is sweet.”

– Aristotle (384-322 BC)

ARISTOTLE

Aristotle is an employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. Our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG. As of March 31, 2019, Aristotle’s investment teams managed over $21 billion globally.

Aristotle Capital Management

U.S., International & Global Equities

  • Value Equity (U.S.)
  • International Equity
  • Global Equity

Aristotle Capital Boston

U.S. Equities

  • Small Cap Equity
  • Small/Mid Cap Equity (SMID)

Aristotle Credit Partners

Fixed Income

  • High Yield
  • Investment Grade Corporate
  • Strategic Credit
  • ESG

Aristotle Atlantic Partners

From Broad Investment Portfolio to Equities Portfolio

  • Large Cap Growth
  • Focus Growth
  • Large Cap Core
  • Shared service functions are conducted by business departments which support all Aristotle investment teams.

Aristotle Shared Services

  • Compliance & Risk Management
  • Investment Operations
  • Trading
  • Marketing Communications
  • Advisory Distribution
  • Institutional Sales
  • Business Operations
  • Business Solutions
  • Finance & Human Resources

“Patience is bitter, but its fruit is sweet.” – Aristotle (384-322 BC)

WHO IS ARISTOTLE?

ARISTOTLE PHILOSOPHY

Why did we choose the name Aristotle?

 

Aristotle, the great philosopher, emphasized the importance of developing excellence, or virtue, of character. In his view, excellence of character is a state concerned with choice and can be achieved when one is able to take the right action, at the right time, with the right motive and in the right way. At Aristotle, we embrace this concept.  

 

The name Aristotle (Greek name Aristotélēs) means “the best purpose”, which is derived from the words aristos (best) and telos (purpose). To us, “best purpose” means that our purpose is to achieve excellence and to do so for our clients, our employees, our community and our shareholders. This philosophy is embodied in the Aristotle tenets below:

CLIENTS

Our first and primary responsibility is to our clients. We believe this is the foundation for our success.

EMPLOYEES

We are committed to creating a culture of honesty, hard work and integrity and fostering a setting that spurs intellectual growth.

COMMUNITY

We commit time, talent and resources to give back to our local communities.

SHAREHOLDERS

Through strong leadership and adherence to the Aristotle philosophy, we will strive to deliver an attractive long-term return on investment to our shareholders.

WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.

WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.

ARISTOTLE BY THE NUMBERS

“The whole is worth more than the sum of its parts.” – Aristotle (384-322 BC)

1
OUR NUMBER ONE PRIORITY
IS SERVING OUR CLIENTS
$21
WE MANAGE
$21 BILLION IN COMBINED ASSETS
UNDER MANAGEMENT 1
4
WE REPRESENT FOUR
INVESTMENT TEAMS 1
122
ARISTOTLE CONSISTS OF
122 EMPLOYEES IN FOUR
OFFICE LOCATIONS 1
26
OUR PORTFOLIO MANAGERS
AVERAGE OVER 26 YEARS
OF INDUSTRY EXPERIENCE
75%
75% OF COMBINED AUM
IS MANAGED FOR
INSTITUTIONAL CLIENTS 1
84
84 SHARED SERVICES EMPLOYEES
SUPPORT EACH ARISTOTLE
INVESTMENT TEAM
19
WE MANAGE ASSETS FOR CLIENTS
FROM 19 DIFFERENT COUNTRIES
1As of 3/31/2019, the assets under management for each investment team was as follows: Aristotle Capital Management, LLC $17.6 billion; Aristotle Capital Boston, LLC $3.3 billion; Aristotle Credit Partners, LLC $0.5 billion; and Aristotle Atlantic Partners, LLC $82.4 million. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended.

ARISTOTLE TEAM

Board of Managers
  • Board of Managers
  • Shared Services
  • Distribution

Richard S. Hollander

Chairman of the Board

Aristotle

Howard Gleicher, CFA

Chief Executive Officer
Chief Investment Officer

Aristotle

Gary W. Lisenbee

Co-Chief Executive Officer

Aristotle

Steve Borowski

President

Aristotle

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Aristotle
Shared service functions are conducted by business departments which support all Aristotle investment teams.

Gary W. Lisenbee

Co-Chief Executive Officer

Corporate Oversight

Steve Borowski

President

Institutional Services

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Finance & Operations

Michelle M. Gosom

Chief Compliance Officer

Compliance

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

James C. Reed, CFA

Managing Director

Private Client Group

Donn B. Conner, CFA

Managing Director

Private Client Group

James P. Birdwell, Jr.

Managing Director

Private Client Group

Nancy Scarlett

Chief Risk Officer

Risk Management

Robert R. Womack, Jr.

Chief Innovation Officer

Shared Services

Andrew M. Shapiro

Director of Trading

Trading

Randy Yi

Director of Trading

Trading

Sona Chandwani, CPA

Chief Administrative Officer

Finance

Geneviève Plourde, CFA

Director

Business Operations

Hazael Meza

Senior Vice President

Business Solutions

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Will Averill

Managing Director

Institutional Services

Michael B. Carroll, CIMA

Senior Vice President, Regional Director

Advisory Distribution

James Huennekens

Senior Vice President, Regional Director

Advisory Distribution

Craig Maxwell, CFP

Senior Vice President, Regional Director

Advisory Distribution

Michael G. Sindici, CFA

Senior Vice President, Regional Director

Advisory Distribution

Peter Sykes

Senior Vice President, Regional Director

Advisory Distribution

Kyle Helton

Vice President, Regional Director

Advisory Distribution

Keri Hepburn

Vice President

Institutional Services

John Manley, CFA

Vice President

Institutional Services

Kosta Stathopoulos

Vice President

Institutional Services

Tracy Robeniol

Assistant Vice President

Advisory Distribution

David Wajner

Regional Associate

Advisory Distribution

Anthony Cafarchia

Senior Associate

Institutional Services
Shared service functions are conducted by business departments which support all Aristotle investment teams.

Gary W. Lisenbee

Co-Chief Executive Officer

Corporate Oversight

Steve Borowski

President

Institutional Services

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Finance & Operations

Michelle M. Gosom

Chief Compliance Officer

Compliance

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

James C. Reed, CFA

Managing Director

Private Client Group

Donn B. Conner, CFA

Managing Director

Private Client Group

James P. Birdwell, Jr.

Managing Director

Private Client Group

Nancy Scarlett

Chief Risk Officer

Risk Management

Robert R. Womack, Jr.

Chief Innovation Officer

Shared Services

Andrew M. Shapiro

Director of Trading

Trading

Randy Yi

Director of Trading

Trading

Sona Chandwani, CPA

Chief Administrative Officer

Finance

Geneviève Plourde, CFA

Director

Business Operations

Hazael Meza

Senior Vice President

Business Solutions

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Will Averill

Managing Director

Institutional Services

Michael B. Carroll, CIMA

Senior Vice President, Regional Director

Advisory Distribution

James Huennekens

Senior Vice President, Regional Director

Advisory Distribution

Craig Maxwell, CFP

Senior Vice President, Regional Director

Advisory Distribution

Michael G. Sindici, CFA

Senior Vice President, Regional Director

Advisory Distribution

Peter Sykes

Senior Vice President, Regional Director

Advisory Distribution

Kyle Helton

Vice President, Regional Director

Advisory Distribution

Keri Hepburn

Vice President

Institutional Services

John Manley, CFA

Vice President

Institutional Services

Kosta Stathopoulos

Vice President

Institutional Services

Tracy Robeniol

Assistant Vice President

Advisory Distribution

David Wajner

Regional Associate

Advisory Distribution

Anthony Cafarchia

Senior Associate

Institutional Services

PUBLICATION & NEWS

December 31, 2018

2018: Building a Strong Foundation

Annual Letter
Aristotle
  • Aristotle
  • Aristotle Capital
  • Aristotle Credit
  • Aristotle Boston
  • Aristotle Atlantic
  • WHITE PAPER
  • ANNUAL LETTER
  • PRESS RELEASE

Subscribe

More

COMMITMENT TO COMMUNITY

At Aristotle, we are committed to active participation in our communities both locally and internationally. We partner with a number of outstanding organizations and nonprofits that advance health, education, the arts and human services not only to support their valuable missions but also to enrich our own lives through teamwork and continuous learning. From walking to support St. Jude to mentoring youth to volunteering in neighborhoods in great economic need, Aristotle strives to make a meaningful difference in our communities.

Each Holiday Season, Aristotle makes a monetary donation on behalf of our clients to a charity determined by our employees. In the past, our contributions have included Disabled American Veterans, the Intrepid Fallen Heroes Fund and American Red Cross (Hurricane Harvey Relief).

IH_Logo_135

In 2018, Aristotle contributed to Direct Relief on behalf of our clients in support of relief efforts related to California wildfires. The funds will be distributed to help rescue, shelter, feed and heal the impacted communities in California.